Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
47 hedge funds and large institutions have $62.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 12 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.54% less ownership
Funds ownership: 11.44% → 10.89% (-0.54%)
3% less capital invested
Capital invested by funds: $64M → $62.4M (-$1.6M)
18% less funds holding
Funds holding: 57 → 47 (-10)
75% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.54M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.24M |
| 3 |
Morgan Stanley
New York
|
+$964K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$818K |
| 5 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$594K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$2.78M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$2.47M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$1.49M |
| 4 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$622K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$517K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SF
51
Synovus Financial
Columbus,
Georgia
| – | -$405K | -16,482 | Closed |
|
52
Stifel Financial
St. Louis,
Missouri
| – | -$203K | -8,203 | Closed |
|
|
WAM
53
Wolverine Asset Management
Chicago,
Illinois
| – | -$201K | -8,189 | Closed |
|
|
VWA
54
V Wealth Advisors
Overland Park,
Kansas
| – | -$79K | -3,173 | Closed |
|
|
MCIA
55
Mountain Capital Investment Advisors
Westminster,
Colorado
| – | -$31K | -1,269 | Closed |
|
|
NA
56
NewEdge Advisors
New Orleans,
Louisiana
| – | -$16.9K | -680 | Closed |
|
|
PCM
57
Penserra Capital Management
Orinda,
California
| – | -$14K | -600 | Closed |
|
58
Creative Planning
Overland Park,
Kansas
| – | -$5K | -200 | Closed |
|
JPI Hedge Fund Activity: Q3 2017 in Review
47 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2017, worth a combined $62.4M — down 2.5% from $64M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of JPI and 3 opened new positions — a net loss of 9 holders — while 14 trimmed existing stakes and 19 added.
The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $1.54M. The largest seller was National Planning Corporation, exiting entirely with an estimated $2.78M sold.
- 47 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2017, down from 57 in Q2 2017.
- Funds reported $62.4M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2017, down 2.5% quarter-over-quarter.
- 3 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2017 and 12 closed out, a net change of -9 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2017 was Parametric Portfolio Associates, an estimated $1.54M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2017 was National Planning Corporation, an estimated $2.78M sold.
Based on aggregated 13F filings for Q3 2017.